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The author suggests stand-alone Scandium projects are cooked as they can't compete with Sunrise. Sunrise can push through Sc @ $150/kg cost as a by product. Therefore if SCY or NIO want to sell Sc they have to beat at least $750/kg which is cost for them. So essentially SCY and NIO's Scandium dreams are nothing more than dreams and are behold to Sunrise, Sam Riggalll and Robert Friedland. Cooked you might say...maybe Friedland will buy SCY out? No wonder JK has gone cold.
https://seekingalpha.com/article/4473468-sunrise-kills-off-niocorp-scandium-economics
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